401(k) · DOL Form 5500 · 2022

Holt of California 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
798
Participants Near avg headcount
93rd
Percentile by assets National rank
$129,187
Avg per participant Near avg balance/head
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Official DOL plan name: The Holt Retirement Plan · Sponsored by Holt of California · California · Wholesale Trade

$103M in assets, 798 participants

Holt of California's The Holt Retirement Plan reported $103M in total assets and 798 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,454 in Wholesale Trade (6,843 peers)

Where The Holt Retirement Plan sits by assets

The Holt Retirement Plan sits in the top 10% of all filed plans by assets, $103M for 798 participants (~$129,187/participant), down 11.4% in 2022.

#6,454
in Wholesale Trade (6,843 peers)
-11.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Holt Retirement Plan's outsized position by total assets

The Holt Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$103,091,548 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Holt Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Holt Retirement Plan sits mid-pack in the medium band (798 participants).

DOL schedule card

Filing strip 680421094 · Holt of California PY 2022 · 401(k)

The Holt Retirement Plan · $103M · 798 · 93rd

  • VS-ST $103M
  • VS-ST 798
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Duininck Companies 401(k) Plan
  • VS-ST ind #6454

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in California →

The Holt Retirement Plan in the asset neighbourhood

Pomeroy Technologies LLC Retirement Savings PlanPomeroy Technologies LLC Ret…$103MCargotec Holding, Inc. 401(k) PlanCargotec Holding, Inc. 401(k…$103MAntares Capital LP 401(k) PlanAntares Capital LP 401(k) Pl…$103MDuininck Companies 401(k) PlanDuininck Companies 401(k) Pl…$103MThe Holt Retirement Plan$103M
End-of-year total assets ($M) among The Holt Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$116M
Net Assets (End of Year)$103M
Net Income-$13M
Employer EIN680421094
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Holt of California)

Sponsor-wide plan assets over time

All Holt of California plans reported in each filing year

Latest sponsor-wide plan assets
$135M 30.913307267439617% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $103M $135M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 798 $103M
2023 1 851 $124M
2024 1 884 $135M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Holt Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Holt Retirement Plan, Total assets ($B): 0.103091548 · Participants: 798The Holt Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
The Holt Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Holt Retirement Plan side-by-side with 3 peers →

The Holt Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Duininck Companies 401(k) Plan in MN ($103M); by covered participants it is Mimedx Group, Inc. 401(k) Plan in GA (798 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($103M here).

Similar participant headcount

Nearest other-state filings by covered participants (798 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Holt Retirement Plan assets move in 2022? ▼
The Holt Retirement Plan pulled back noticeably - down 11.4% during 2022, from $116M to $103M. Reported net income was -$13M.
How have Holt of California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holt of California's sponsor-wide assets grew 30.9%, from $103M to $135M.
Where does The Holt Retirement Plan rank by assets among Form 5500 filers? ▼
The Holt Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Holt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duininck Companies 401(k) Plan in MN ($103M, 1,261 participants).
Which 401(k) plans cover a similar participant headcount to The Holt Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mimedx Group, Inc. 401(k) Plan in GA (798 participants, $62M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680421094.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.